API Data Provider - Online Help

Clio Tables

The provider models the data in API as a list of tables in a relational database that can be queried using standard SQL statements.

Clio Tables

Name Description
Activities Return the data for all Activities.
ActivityDescriptions Return the data for all ActivityDescriptions.
ActivityRates Return the data for all ActivityRates.
Allocations Return the data for all Allocations.
BankAccounts Return the data for all BankAccounts.
BankTransactions Return the data for all BankTransactions.
BillableClients Return the data for all BillableClients.
BillableMatters Return the data for all BillableMatters.
Bills Return the data for all Bills.
BillThemes Return the data for all BillThemes.
CalendarEntries Return the data for all CalendarEntries.
Calendars Return the data for all Calendars.
Comments Return the data for all Comments.
Communications Return the data for all Communications.
Contacts Return the data for all Contacts.
ConversationMessages Return the data for all ConversationMessages.
Conversations Return the data for all Conversations.
CreditMemos Return the data for all CreditMemos.
CurrentUser Return the data for the current User.
CustomFields Return the data for all custom fields.
CustomFieldSets Return the data for all custom field sets.
DocumentCategories Return the data for all DocumentCategories.
Documents Return the data for all Documents.
ExpenseCategories Return the data for all ExpenseCategories.
Folders Return the data for all Folders.
Groups Return the data for all Groups.
InterestCharges Return the data for all InterestCharges.
Jurisdictions Return the data for all Jurisdictions.
LineItems Return the data for all LineItems.
LogEntries Return the data for all LogEntries.
MatterClients Return the client data for a single matter.
MatterContacts Return the related contact data for a single matter.
MatterDockets Return the data for all matter dockets.
Matters Return the data for all Matters.
Notes Return the data for all Notes.
OutstandingClientBalances Return the data for all OutstandingClientBalances.
Relationships Return the data for all Relationships.
Reminders Return the data for all Reminders.
ServiceTypes Return the data for all service types.
Tasks Return the data for all Tasks.
TaskTemplates Return the data for all TaskTemplates.
TaskTypes Return the data for all TaskTypes.
Triggers Return the data for all Triggers.
TrustLineItems Return the data for all TrustLineItems.
Users Return the data for all Users.
UtbmsCodes Return the data for all UtbmsCodes.
UtbmsSets Return the data for all UtbmsSets.

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